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Avantis US Equity ETF

147 hedge funds and large institutions have $1.12B invested in Avantis US Equity ETF in 2022 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 73 increasing their positions, 24 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

350% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 8

204% more repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 24

45% more funds holding in top 10

Funds holding in top 10: 2029 (+9)

24% more funds holding

Funds holding: 119147 (+28)

9% more capital invested

Capital invested by funds: $1.03B → $1.12B (+$92M)

1.37% less ownership

Funds ownership: 55.94%54.57% (-1.4%)

Holders
147
Holders Change
+28
Holders Change %
+23.53%
% of All Funds
2.32%
Holding in Top 10
29
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+45%
% of All Funds
0.46%
New
36
Increased
73
Reduced
24
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WFA
1
Wipfli Financial Advisors
Wisconsin
$152M +$12.4M +162,941 +9%
American Century Companies
2
American Century Companies
Missouri
$122M -$8.89M -116,682 -7%
WFA
3
Websterrogers Financial Advisors
South Carolina
$56M -$60.8M -797,886 -52%
AP
4
Adero Partners
California
$54.7M +$4.48M +58,834 +9%
WWP
5
Waypoint Wealth Partners
California
$52.1M -$1.58M -20,707 -3%
BWS
6
BCR Wealth Strategies
Alabama
$46.5M +$1.93M +25,296 +4%
RW
7
RVW Wealth
California
$42.1M +$2.2M +28,906 +6%
LPL Financial
8
LPL Financial
California
$39.4M +$8.69M +114,031 +29%
GPWA
9
Great Point Wealth Advisors
Massachusetts
$38.9M +$11.4M +149,430 +42%
PL
10
Plancorp LLC
Missouri
$33.4M +$32.2K +423 +0.1%
HighTower Advisors
11
HighTower Advisors
Illinois
$31M +$4.67M +61,287 +18%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$23.5M +$17.5M +229,590 +304%
SB
13
Strategic Blueprint
Georgia
$18.4M +$16M +209,795 +736%
AC
14
Avestar Capital
New York
$17.5M +$1.69M +22,197 +11%
BAM
15
Belpointe Asset Management
Nevada
$14.6M +$6.65M +87,327 +86%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$14.4M +$2.71M +35,612 +24%
CL
17
CPWM LLC
Washington
$13.9M +$161K +2,115 +1%
AFAS
18
Acorn Financial Advisory Services
Virginia
$13.6M +$598K +7,857 +5%
RCG
19
Regatta Capital Group
California
$13.3M +$13.1M +172,381 New
SHFA
20
SC&H Financial Advisors
Maryland
$12.7M +$5.08M +66,670 +68%
HWM
21
HB Wealth Management
Georgia
$12.7M +$12.6M +165,301 New
AF
22
Advisornet Financial
Minnesota
$12.7M +$1.64M +21,508 +15%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$12M +$234K +3,073 +2%
SHWM
24
Silicon Hills Wealth Management
Texas
$9.69M +$3.53M +46,296 +58%
W
25
WorthPointe
California
$9.65M +$5.78M +75,844 +154%

AVUS Hedge Fund Activity: Q1 2022 in Review

147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Avantis US Equity ETF (AVUS) for Q1 2022, worth a combined $1.12B — up 9% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AVUS positions and 8 closed out — a net gain of 28 holders — while 73 added to existing stakes and 24 trimmed.

The largest buyer was JP Morgan Private Wealth Advisors, adding an estimated $17.5M. The largest seller was Websterrogers Financial Advisors, cutting an estimated $60.8M.

  • 147 institutional investors held Avantis US Equity ETF (AVUS) as of Q1 2022, up from 119 in Q4 2021.
  • Funds reported $1.12B of Avantis US Equity ETF stock for Q1 2022, up 9% quarter-over-quarter.
  • 36 funds opened new Avantis US Equity ETF positions in Q1 2022 and 8 closed out, a net change of +28 holders.
  • The largest Avantis US Equity ETF buyer in Q1 2022 was JP Morgan Private Wealth Advisors, an estimated $17.5M added.
  • The largest Avantis US Equity ETF seller in Q1 2022 was Websterrogers Financial Advisors, an estimated $60.8M sold.

Based on aggregated 13F filings for Q1 2022.